CONNECT WITH US
NEWS TAGGED DEMAND
Thursday 24 July 2025
xAI's significant expansion in AI computing capabilities sparks concerns over energy supply
Elon Musk's AI company, xAI, aims to exponentially increase its computing power to the equivalent of 50 million Nvidia H100 GPUs within five years. This ambitious plan raises concerns...
Thursday 24 July 2025
US-Japan trade pact set to reshape commercial vehicle industry
The US and Japan have finalized a significant trade agreement, opening Japanese markets to US goods, including automobiles, trucks, rice, and selected agricultural products. The deal...
Thursday 24 July 2025
Trump's aggressive trade tactics yield mixed global economic signals
President Donald Trump's aggressive trade strategy, executed alongside Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick, continues to reshape international economic...
Thursday 24 July 2025
OpenAI expands US AI infrastructure with Oracle deal as MiTAC rides server demand surge
OpenAI is moving forward with its ambitious AI infrastructure plans in the US, unveiling a new agreement with Oracle to build a 4.5-gigawatt data center as part of its Stargate initiative...
Thursday 24 July 2025
TSMC sees 2nm orders surge; related capacity to reach 200,000 units by 2028
TSMC has continued to accelerate its development of sub-2nm processes despite market expectations that clients would turn cautious with their 2nm orders, given the quote for the process...
Thursday 24 July 2025
SK Hynix reassures on China fabs with stable VEU status amid US AI chip export easing
SK Hynix addressed concerns about the potential impacts of tightening US export controls on its fabrication operations in China, adding no change in the company's validated end user...
Thursday 24 July 2025
OpenAI, Oracle salvage US$500 billion Stargate AI project after SoftBank exit
The US$500 billion Stargate artificial intelligence infrastructure project is moving forward despite internal disputes and SoftBank's withdrawal, with OpenAI and Oracle signing agreements...
Thursday 24 July 2025
SK Hynix optimistic on HBM demand amid AI growth, highlights next-gen DRAMs
In SK Hynix's second-quarter earnings call, the company emphasized strong confidence in the sustained growth of HBM, driven by increasing AI workloads and emerging applications like...
Thursday 24 July 2025
Taiwan military drone orders surge to 48,000 units, testing manufacturers' capacity
Taiwan's Ministry of Defense has launched a massive drone procurement drive, planning to purchase 48,000 military-grade commercial drones over the next two years—a 16-fold increase...
Thursday 24 July 2025
SK Hynix announces 2Q25 financial results
SK Hynix Inc. (or "the company") announced today that it has recorded KRW22.232 trillion in revenues, KRW9.2129 trillion in operating profit(with an operating margin of 41%), and...
Thursday 24 July 2025
SK Hynix rides DRAM wave, doubles down on HBM with capex boost
SK Hynix reported second-quarter 2025 revenue of KRW22.23 trillion (US$16.17 billion), up 35% year-over-year, driven by surging demand for AI and high-performance DRAM. The company...
Thursday 24 July 2025
Alphabet opens its wallet for AI supremacy
On July 23, Alphabet Inc. reported robust second-quarter 2025 financial results, marked by double-digit revenue growth and a sharp increase in capex. The company posted revenue of...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Wednesday 23 July 2025
Taiwan's PlayNitride expands into China with US$19 million microLED plant
MicroLED manufacturer PlayNitride will establish a Chinese subsidiary in Kunshan Development Zone, Jiangsu Province, as part of its global expansion strategy following its 2023 US...
Wednesday 23 July 2025
Samsung starts hybrid bonding shift with HBM4E; will it stick before HBM5?
Samsung Electronics plans to introduce hybrid bonding technology with its 16-layer HBM4E (7th-generation high-bandwidth memory), marking a pivotal shift in advanced memory packaging...